See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,565 | $85,022+255.9% | $70,515+329.1% | $139,434+117.0% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | 21.03% | 30.38%-9.4pp | 32.77%-11.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $3,868 | $3,909-1.0% | $2,973+30.1% | $4,751-18.6% |
| Participant deferral / active EE | $8,863 | $5,890+50.5% | $4,567+94.1% | $6,710+32.1% |
| Admin fee / account holder | $4,888 | $8,906-45.1% | $6,412-23.8% | $11,403-57.1% |